VLPAX Mutual Fund

NAV$20.15

AUM$31M

TER1.40%

Holdings26

VLPAX Mutual Fund

NAV$20.15

Virtus Duff & Phelps Select MLP and Energy Fund A

AUM$31M

TER1.40%

Holdings26

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Holdings Overlap Analysis

Compare VLPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VLPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VLPAX Mutual Fund Overlap Analysis

VLPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VLPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VLPAX may share significant positions with broad-market funds.

VLPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLPAX tax-loss harvesting finds highly correlated but non-identical funds.